Bancorpsouth Investment Services, Inc. (Jackson)
Bancorpsouth Investment Services, Inc. is an adviser based in Jackson. It manages $20.83 million of regulatory assets for 59 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Arkansas, Florida, and 5 other states.
Bancorpsouth Investment Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Bancorpsouth Investment Services: assets under management
The assets under management (AUM) of Bancorpsouth Investment Services, Inc. is $20.83 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -88% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Bancorpsouth Investment Services, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Bancorpsouth Investment Services, Inc.
Alan Ray Leach has been acting as President since 1 Aug 1998. Marcia Cole Walker joined the executive team most recently as the Chief Compliance Officer.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 1 indirect owner.Based in Jackson
The principal office where Bancorpsouth Investment Services, Inc. performs its advisory services is located at 525 East Capitol Street, Jackson, MS 39201, which is also the mailing address of the firm. An additional office of the firm is in Jackson, TN. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 601-592-4900 or by fax 601-592-4910. The normal business hours are 8:00am to 5:00pm on Monday - Friday.
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